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2025 The Final Drive S1:E35 Net Unrealized Appreciation (NUA) and You
What is a Net Unrealized Appreciation (NUA)? How does this affect your portfolio? Just this week, I had a guy come into the office with an NUA from his previous employer. Listen in to learn what we did with it. We discuss calculating NUA in 5 easy steps and when you should consider even using an NUA.                                                          More 5 easy steps to come and I give you a teaser on To Convert or Not Convert, that is the question! https://www.cfci.us/2025-the-final-drive
2025 The Final Drive Podcast
https://www.cfci.us/
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